AI consensus leaned NO with MODERATE conviction (3 of 5 models). Outcome went the other way: YES won.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| Bayesian Update | YES | 88c |
76%
|
|
| PIN Model | YES | 86c |
72%
|
|
| Compound Signal | YES | 67c |
34%
|
|
| DeepSeek Quant | YES | 82c |
58%
|
|
| Grok Contrarian | NO | 38c |
55%
|
|
| Gemini Flash | YES | 82c |
85%
|
|
| Kimi Macro | ??? | 52c |
35%
|
|
| Claude Analysis | ??? | — |
0%
|
Aggregate fair-value estimate: 71c YES. Outcome confirmed: market resolved at 100c YES / 0c NO.
Tracked wallets are predominantly positioned on the YES side, with entries spanning 51c to 80c, indicating early accumulation before the current 80c level. NO entries at 39c-51c are now deeply out of the money, signaling that contrarian bets have failed and smart money remains aligned with the hike scenario. This positioning supports further upside or stability at 80c, as no tracked wallet shows a profitable bearish stance.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xc021..a8 ★ | Smart | YES | $5.6K | +28% | |
| 0xc658..84 | MM | YES | $680.8K | +15% | |
| 0x69aa..47 | MM | YES | $6.2K | -1% | |
| 0x24de..cb | MM | YES | $3.0K | +56% | |
| 0xa4b3..b8 | Retail | NO | $1.7K | -43% | |
| 0x5cd5..33 ★ | Retail | YES | $1.4K | +1% | |
| 0xde7b..4b | MM | NO | $1.2K | -47% |
Tracked alpha wallets held YES at the last snapshot. YES redeemed at $1.00 when the market closed. Combined realized P&L: +$327,480 on $699.9K capital deployed (avg +46.8%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 80c | $42.2M | 100c | |
| AI Consensus | 71c | — | ✓ matched |